How to categorise your inflow and outflow transactions on Lumi
How to categorise your inflow and outflow transactions on Lumi
Categorising transactions identifies the purpose and context of a particular transaction and groups it with similar transactions. Categorising your inflow and outflow on Lumi business helps you stay on top of your cash flow and make effective business decisions
To categorize your transactions:
1. Login to your lumi business account dashboard
2. Click 'payments' on the left side of your dashboard
3. Click transfers (outflow) or transaction (inflow) to categorise any transaction
4. To categorize your transactions (inflow) click transaction from subdivisions under payment, add a tag to any transaction by clicking add new tag on the right side of your dashboard
5. You can also easily categorise any transaction on a sub-account by clicking on the account name to find all the transactions that have occurred in that particular account
Follow these steps to easily categorise your transactions (inflow) on lumi business and repeat the process when categorising your transfers (outflow)
Lumi Business offers flexible subscription options to cater to the needs of businesses of all sizes, from free basic features to advanced capabilities for growth and scalability. Free Essential Growth Scale Price N0 N3000 / month N10,000 / month ...
Overview Connecting your Chowdeck store to Lumi Business gives your food, grocery, and pharmacy business a major advantage. Once linked, you can manage all Chowdeck orders directly inside Lumi without switching between platforms. Your products stay ...
Overview The Lumi × Interswitch SmartPOS integration allows your Lumi Point of Sale (POS) system to collect card and transfer payments directly through an Interswitch SmartPOS or Quickteller Paypoint terminal. Once connected, every transaction ...
1. Overview Integrating your OPay POS terminals with Lumi Business gives your store faster checkouts, real-time payment tracking, and stronger fraud protection. Instead of typing amounts manually into the terminal, Lumi sends the exact sale value ...
Lumi Business is a platform purpose-built to help you grow your business. Our tools connect with every side of your business, from accepting payments, to managing your customers, staff, inventory and more. 1. Access to over 150,000 customers We have ...